Diana Marie Decharles
Investment adviser representative at Pinnacle Asset Management Group, Corporation (Inc.)
29 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$156.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
29 years in the industry.
- Pinnacle Asset Management Group, Corporation (Inc.)Jan 2023 to now
- Pinnacle Asset Mangement GroupMay 1996 to now
- Osaic Wealth, Inc.Sep 2023 to Dec 2025
- Sagepoint Financial, IncJan 2009 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Pinnacle Asset Management Group, Corporation (Inc.)
$156.4MAssets managed
240Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1445529
- Firm CRD
- 109965